A complete list of active advisors currently associated with Lighthouse Financial

Warmer can help you find a great advisor at Lighthouse Financial or one who fits your needs even better.

Lighthouse Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations and nonprofit foundations. Services include ongoing asset management built around a written financial plan and investment policy statement, plus separate hourly consulting engagements that do not include portfolio management. The firm emphasizes fundamental analysis and a long-term trading approach, constructing portfolios from stocks, bonds, mutual funds, ETFs and options and reviewing accounts daily with written performance reports quarterly and annual plan reviews. Although the adviser may accept discretionary authority, the brochure reports a majority of client assets are managed on a non-discretionary basis ($205,436,767 discretionary vs. $550,168,259 non-discretionary as of 12/31/2025). The firm is operated and supervised by a single principal who holds both CFA and CFP credentials, an uncommon arrangement given the firm’s roughly $755.6 million in assets under management. The brochure also discloses the use of options and other derivatives (including covered-call strategies) and describes related risks, and details custody practices (use of Schwab, direct fee deductions and standing letters of authorization) that create limited constructive custody.

To learn more about the advisors currently working at Lighthouse Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.